One advisor asks: My clients left a one-page document with my assistant. They wanted me to witness their signatures. They left a message saying the paper was a codicil to change their wills. The clients had found the form online and filled it out. Question: Should I…
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NEW: Ask Ed I'm inviting you to submit your estate questions to me. I'll select and answer questions in this blog. You can remain anonymous, if you wish. Submit your questions, comments or whatever is bothering you. I hope we can establish a dialogue on estate…
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Here’s a preview of these estate planning mistakes you want to avoid. 1. Make sure your will is current If your will is not up to date, it can be more expensive to deal with your assets after you’re gone. Changes in your relationships, beneficiaries, or assets…
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Free estate planning webinar – Wednesday, November 16, 2011 at 7:00 p.m EST. You can’t imagine the chaos that can be caused by a bad will. Your family can be torn apart if you make a will that is not valid. All of your relatives may have…
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Free estate planning webinar – Wednesday, November 16, 2011 at 7:00 p.m EST. You can’t imagine the chaos that can be caused by a bad will. Your family can be torn apart if you make a will that is not valid. All of your relatives may have…
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Margo had three sons. Tom and Terry were twins from her first marriage and Stevie from her second. Stevie dropped out of school to play guitar. He never really got a job to support himself. Margo let Stevie live at home with her until she died. Her…
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I am going to talk to you about money. Money is what people fight over. Sure, they may use other excuses, but what everything boils down to is money or what it represents. My perspective, as a lawyer, is different. I do estate planning but also help…
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It’s summer and everyone gets invited to a wedding. Did you know that a marriage revokes all wills? There are exceptions for those wills expressly made in contemplation of marriage to a new spouse. In a Second Marriage Marriage creates new property, support and tax rights for…
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Key 7: Take Action Now John and Jillian, both in their 30s, were going on vacation. They were leaving behind Heather, their five-year old daughter, for the first time. Suddenly they realized that they had no will, guardian, or trust set up for their daughter. They needed…
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Key 5: Stop People from Fighting Over Your Money Jack worked hard to earn his money as the owner of a small printing business. “I can do whatever I want with my money!” he said. Do you think Jack is right? You may not realize that people…
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